Personnel Evaluation Evaluation Reporting System

1 Department of the ArmyPamphlet 623 3 Personnel EvaluationEvaluationReportingSystemHeadq uartersDepartment of the ArmyWashington, DC10 November 2015 UNCLASSIFIEDSUMMARY of CHANGEDA PAM 623 3 Evaluation Reporting SystemThis major revision, dated 10 November 2015-o Renames DA Form 67-10-4 (Strategic Grade Plate (O7) Officer EvaluationReport) to DA Form 67-10-4 (Strategic Grade Plate General Officer EvaluationReport) (para 1-1).o Includes one broadening assignment recommendation for noncommissionedofficers on DA Form 2166-9-1 (NCO Evaluation Report (SGT)), DA Form 2166-9-2(NCO Evaluation Report (SSG - 1SG/MSG)), and DA Form 2166-9-3 (NCO EvaluationReport CSM/SGM)) to assist in talent management (paras 3-7, 3-12, and 3-17).

2 O Redefines the senior rater four-box check System and label technique for DAForm 2166-9-2 (NCO Evaluation Report (SSG - 1SG/MSG)), and DA Form 2166-9-3(NCO Evaluation Report CSM/SGM)) (paras 3-12 and 3-17).o Incorporates a new rater four-box check System and label technique for DA Form2166-9-2 (NCO Evaluation Report (SSG - 1SG/MSG)), and DA Form 2166-9-3 (NCOE valuation Report CSM/SGM)) (paras 3-12 and 3-17).o Includes a new senior rater s managed assessment for DA Form 2166-9-2 (NCOE valuation Report (SSG - 1SG/MSG)) and DA Form 2166-9-3 (NCO EvaluationReport CSM/SGM)) reinvigorating the importance of the senior rater to theoverall assessment process and reinforcing accountability (paras 3-12 and 3-17).

3 O Includes a new DA Form 2166-9 series (NCOERs) rater assessment and RaterTendency Report to track the rating history of each rater fornoncommissioned officers of all components, by rank, for staff sergeantthrough command sergeant major (para 3-18).o Updates addendum procedures for newly received derogatory information to alsoincorporate noncommissioned officer Evaluation reports (para 3-22 and para 5-3).o Changes procedure requirements on DA Form 1059 (Service School AcademicEvaluation Report) to requiring Failed to Achieve Course Standards beingmarked for when rated a Soldier fails to meet Army Physical Fitness and/orbody composition standards (para 4-3).

4 O Updates processing procedures for DA Form 2166-9-1(NCO Evaluation Report(SGT)), DA Form 2166-9-2 (NCO Evaluation Report (SSG - 1SG/MSG)), and DA Form2166-9-3 (NCO Evaluation Report CSM/SGM)) DA Form 2166-9 series (NCOERs (para5-1 and app B).o Removes nonrated code B for DA Form 67-10 series (OERs) (table 2-25).o Includes new DA Form 2166-9-1(NCO Evaluation Report (SGT)), DA Form 2166-9-2(NCO Evaluation Report (SSG - 1SG/MSG)), and DA Form 2166-9-3 (NCO EvaluationReport CSM/SGM)), based on Army leadership levels, linking performance toattributes and competencies (throughout).

5 O Includes a new DA Form 2166-9-1A (NCO Evaluation Report Support Form),mandated for use by noncommissioned officers in the ranks of corporal throughcommand sergeant major, linking development with attributes and competencies(throughout).o Replaces DA Form 2166-8 (NCO Evaluation Report) and DA Form 2166-8-1 (NCOERC ounseling and Support Form) (throughout).o Incorporates use of Evaluation Entry System as primary method for completingand submitting DA Form 2166-9 series (NCOERs) (throughout).o Incorporates procedures for when official.

6 Gov or .mil email address exceedscharacter limitations allowable for entry (throughout).o Updates basic Branch entry requirements for DA Form 67-10 series (OERs) andDA Form 2166-9 series (NCOERs) for inclusion of Voluntary Transfer IncentiveProgram and/or career field designation (throughout).o Incorporates alternate use of an issued Department of Defense identificationnumber in lieu of a nine digit social security number for the rated Soldier,rater, and senior rater (throughout).HeadquartersDepartment of the ArmyWashington, DC10 November 2015 Personnel EvaluationEvaluation Reporting System *Department of the ArmyPamphlet 623 3H i s t o r y.

7 T h i s p u b l i c a t i o n i s a m a j o This pamphlet prescribes thepolicy and tasks for the Army s Evalua-t i o n R e p o r t i n g S y s t e m , i n c l u d i n g D AF o r m 6 7 - 1 0 s e r i e s ( O E R s ) , D A F o r m2166-9 series (NCOERs), DA Form 1059sand DA Form 1059-1s (AERs), focusedon the assessment of performance and po-tential. It includes policy statements, oper-a t i n g t a s k s , a n d r u l e s i n s u p p o r t o foperating tasks.

8 It has been revised to up-date preparation procedures for DA Form2166-9-1A (NCOER support form), DAForm 2166-9-1, DA Form 2166-9-2, andDA Form 2166-9-3 (DA Form 2166-9 se-ries or NCOERs), which integrates use ofa new rater s assessment for noncommis-sioned officers, incorporates a new ratertendency report, integrates a new seniorrater s managed assessment for staff ser-geants through command sergeants major,and integrates Army leadership doctrineo n D A F o r m 2 1 6 6 - 9 s e r i e s ( N C O E R s )

9 And DA Form 2166-9-1A NCO This pamphlet applies tot h e R e g u l a r A r m y , t h e A r m y N a t i o n a lGuard/Army National Guard of the UnitedStates, and the Army Reserve, unlessotherwise stated. It also applies to Depart-ment of the Army civilians, and to Forces and Coast Guard offi-cers, officers of allied armed forces, andemployees of the Government who serveas rating officials in the performance oftheir Personnel management responsibili-ties as established by this regulation andin accordance with applicable Joint, De-partment of Defense, and civilian person-nel management policy.

10 It does not applyto retirees or former Soldiers. The guid-a n c e p r o v i d e d i n t h i s p a m p h l e t a p p l i e sduring mobilization in conjunction withPersonnel Policy Guidance published foreach operation and issued by Headquar-ters, Department of the and exception proponent of this regulation is theDeputy Chief of Staff, G 1. The propo-nent has the authority to approve excep-tions or waivers to this regulation that areconsistent with controlling law and regu-lations The Deputy Chief of Staff, G 1,has delegated this approval authority tot h e C o m m a n d i n g G e n e r a l , H u m a n R e -sources Command, who may further dele-g a t e t h i s a u t h o r i t y t o a d i v i s i o n c h i e f ,Human Resources Command.